Position in AES
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$257,312
-$55,274 QoQ
Shares Held
17,552
-20.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#447
of 696 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Kaizen Financial Strategies holds $257,312 across 1 Utilities - Diversified name. AES ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
17,552 | $257,312 |
All Filings in AES
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,312 | 17,552 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $312,586 | 22,185 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $210,798 | 14,700 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||